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You During implementation you will have already uploaded all your employees into the platform and you want to be able to manage your existing created a user account for each one of them.

If you do not have user provisioning for your program, this section will assist you to better manage user accounts for your employee, add a new one or even make donations on their behalf. There are two employees screens: one is in “My Company” and allows you to do day-to-day tasks such as making a donation on behalf or registering specific employees to an opportunity. The other one is on “Settings” and allows you to edit, add and remove employeesuser account.

Ensure you have the right user permission to complete the following actions.

Note

Most of these activities require Super Company Administrator access.

  1. Adding new employees 

  2. Adding new employee types

  3. Adding new business units

  4. Managing donations and registration on their behalf 
  5. Exporting

    Exporting your employees details